System Basics
Please review some of the system basics first using the links below:
Take a tour of the Administrative Dashboard
Adding new Administrative Users
Working with People records (Contacts > People)
Adding relationships between People
Setting up Courses
(IMPORTANT: Where individual directions in links within steps in below articles indicate select Courses from the menu, select ECFE instead)
Step 1: Set up revenue budget codes
Step 2: Set up buildings and rooms used by the program(s)
Step 3: Set up Questions Templates for the Courses
Step 4: Set up any needed Agreements/Terms and Conditions
Step 5: Create evaluation surveys (optional)
Step 6: Create Income Ranges
Step 7: Create Price Sets (optional but recommended for programs with varying price structures)
Step 8: Create Sibling Care Sites
Step 9: Create a Catalog
Step 10: Create Categories
Step 11: Create a new Course
Step 12: Create a new Course Section
Step 13: Copy Existing Courses and Copy Existing Course Sections
Step 14: Attaching Instructors and Instructor Contracts (tips: Creating Instructor Rates, Instructor Biographies, Organizations as Vendor Instructors and Organization Contacts)
Step 15: Create Discounts and Promotional Codes
Step 16: Processing manual enrollments from the Administrative side
Step 17: Canceling/removing enrollments
Step 18: Moving wait list enrollments into a Course Section
Step 19: Modifying Enrollments
Step 20: Rosters and other reports
Step 21: Setting Instructors to download rosters from the Public side
Step 22: Course Roster App for iPad/iPhone
Accessing and Viewing Reports
Financial reports
Bank Reconciliation for credit card and ACH payments
Attendance and other reporting
Viewing payment details
Viewing refund details